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Schwab U S Large Cap Growth ETF shares owned by Dumont & Blake Investment Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Dumont & Blake Investment Advisors from 13F filings

Historical chart of Dumont & Blake Investment Advisors investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Dumont & Blake Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Dumont & Blake Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.4M 14k 100.84
2024-03-31 $589k 6.4k 92.73
2023-12-31 $247k 3.0k 82.83

More positions owned by Dumont & Blake Investment Advisors

SPDR S&P 500 ETF Trust Ind (SPY)
Invesco QQQ Trust Series 1 Ind (QQQ)
Invesco S&P 500 Equal Weight E Ind (RSP)
Apple (AAPL)
Microsoft Corporation (MSFT)
SPDR S&P MidCap 400 ETF Trust Ind (MDY)
Schwab S&P 500 Index Fund Ind (SWPPX)
iShares DJ Select Dividend Ind Etf (DVY)
iShares Russell 2000 Index Fun Ind (IWM)
Vanguard High Dividend Yield E Etf (VYM)
iShares S&P 500 Growth Etf (IVW)
iShares S&P Smallcap 600/BARRA Etf (IJT)
Amazon (AMZN)
iShares Russell Microcap Index Ind (IWC)
Alphabet Inc Class A cs (GOOGL)

View all positions for Dumont & Blake Investment Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Mather Group
Sei Investments
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
LPL Financial
Mariner Wealth Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
Northwestern Mutual Wealth Management Company
McAdam

View all funds holding Schwab U S Large Cap Growth ETF